Intellectus Partners Overview

  • Service
  • Limited Partner Consultant
  • Founded
  • 2015
Founded

Intellectus Partners General Information

Description

Founded in 2015, Intellectus Partners is an investment adviser located in San Francisco, California. The firm provides services in the areas of wealth management, private fund management, business planning, retirement planning, cash flow forecasting, risk management, estate planning, tax planning, due diligence, debt management, asset allocation, and portfolio construction.

Contact Information

Year Founded
2015
Service Provider Type
LP Consultants
Primary Office
  • 1050 Battery Street
  • Suite 100
  • San Francisco, CA 94111
  • United States
+1 (415) 000-0000
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Intellectus Partners Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Intellectus Partners Team (10)

Name Title Deals Office Contact
Info
Jay Casey Co-Founder & President San Francisco, CA
Timothy Ng Head of Private Markets and Group Head Entrepreneurial & Corporate Advisory San Francisco, CA
Kelly Morton Vice President, Client Planning & Associate Partner San Francisco, CA
Tina Chan Vice President, Operations and Administration & Associate Partner San Francisco, CA
David La Placa Co-Founder, Chairman & Chief Executive Officer, Board Member 0 San Francisco, CA
You’re viewing 5 of 10 team members. Get the full list »